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WAM
Wealthspire Advisors (Maryland)’s
SITE Centers
SITC
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
SITC Stock Details
SITC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-235
Closed
-$2K
–
1746
2019
Q1
$2K
Sell
235
-50
-18%
-$505
﹤0.01%
2196
2018
Q4
$2K
Sell
285
-48
-14%
-$451
﹤0.01%
2128
2018
Q3
$3K
Sell
333
-97
-23%
-$1.06K
﹤0.01%
2066
2018
Q2
$5K
Sell
430
-1,263
-75%
-$12.6K
﹤0.01%
1820
2018
Q1
$16K
Sell
1,693
-807
-32%
-$8.11K
﹤0.01%
1376
2017
Q4
$29K
Buy
2,500
+501
+25%
+$5.34K
﹤0.01%
1213
2017
Q3
$24K
Buy
1,999
+174
+10%
+$2.18K
﹤0.01%
1237
2017
Q2
$21K
Buy
1,825
+1,402
+331%
+$18.3K
﹤0.01%
1260
2017
Q1
$7K
Sell
423
-42
-9%
-$775
﹤0.01%
1459
2016
Q4
$9K
Sell
465
-1,143
-71%
-$22.8K
﹤0.01%
1262
2016
Q3
$36K
Buy
1,608
+1,304
+429%
+$31.4K
0.01%
877
2016
Q2
$7K
Hold
304
–
–
﹤0.01%
1277
2016
Q1
$7K
Buy
304
+39
+15%
+$840
﹤0.01%
1262
2015
Q4
$6K
Buy
+265
New
+$5.69K
﹤0.01%
1316
Other funds holding SITC
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Daiwa Securities Group
Tokyo, Japan
$34.8B AUM
20.7%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
FCM
Frontier Capital Management
Boston, Massachusetts
$9.73B AUM
55.65%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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